Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
China Had a Trade Deficit in February
China had its largest trade deficit in 22 years this past February of $31.5 billion. Why? Weaker demand from Europe and the United States is one reason. Factories being temporarily shut down due to Chinese New Year could be another reason. Is this seasonal anomaly or...
Pizza Ordering with Ease
So, just in case you're too lazy to hit the pre-programmed number on your phone to order a pizza, they now have a bluetooth enabled refrigerator magnet that you push and then it automatically orders your usual pizza at the usual pizza joint for delivery. I'm glad I...
Stay the Course?
Are you a "lane changer"? In traffic, he's the guy who's constantly changing lanes, expending a lot of energy but doesn't really get ahead. We all know we're supposed to "buy low and sell high", but unfortunately your average investor doesn't do that. When we look at...
China’s Inverted Curve
An inverted yield curve in the US has predicted 6 out of 7 worsening economic conditions in our country since 1970. In China, we don't have the same type of statistics because of their young open economy, but recently their yield curve has "inverted". I'm watching...
Client?
Are you interested in talking with me about your finances and investments but not sure if we're the right fit? I have clients of all portfolio sizes, ages, employment, and stages of life. What I like to do is make a difference in someone's life. Frankly, it's just as...
The Story Behind Gas Prices
The price of gasoline has definitely gone up over the past month and most experts expect it to continue its rise during the spring and into the summer. Curious about how the price of gasoline goes up and down, and why? This is a pretty good article describing the...